See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,455 | $97,757+6.9% | $83,848+24.6% | $135,375-22.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.60% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,938 | $4,222-6.7% | $3,631+8.5% | $4,779-17.6% |
| Participant deferral / active EE | $10,964 | $4,682+134.2% | $4,082+168.6% | $5,609+95.5% |
| Admin fee / account holder | $394 | $6,674-94.1% | $5,478-92.8% | $10,827-96.4% |